+169.4%
AMAT vs HTZ
-76.0%
+245.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +9.2% | -12.5% | -3.6% |
| 7D | -11.2% | +18.9% | -30.1% | -11.8% |
| 30D | -31.9% | +26.3% | -58.1% | -32.7% |
| 3M | -32.3% | +49.7% | -82.0% | -33.8% |
| 6M | -5.4% | -61.1% | +55.7% | -2.6% |
| YTD | +44.3% | -56.0% | +100.3% | +47.2% |
| 1Y | +61.4% | -66.4% | +127.8% | +66.0% |
| All | +169.4% | -76.0% | +245.4% | +183.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling